See how a Reqora document request works.
Inspect a realistic request, client upload page, reminder state, and team review flow before creating an account. This sample is read-only and does not send emails or store files.
No card should be required during the first free month. The sample below is static and does not create public links, uploads, or client messages.
April bookkeeping request
A sample recurring request for a small accounting team collecting monthly inputs from a client.
North Ledger SARL
Monthly bookkeeping inputs due before processing starts.
FR
Client language
0
Client logins required
3
Reminder steps configured
Accountant view
Create one request your team can track.
The request keeps the client, checklist, due date, preferred language, reminder state, and review progress together.
April bookkeeping inputs
Prepared from a recurring bookkeeping template and sent as one secure upload link.
Client language
French
Due date
30 April 2026
Reminder flow
Initial, due soon, overdue
Checklist status
Bank statements
Sales summary
Purchase invoices
Payroll changes
What this replaces
The sample keeps the collection loop narrow instead of turning into full practice management software.
No repeated manual reminder emails written from scratch.
No scattered attachments across several inbox threads.
No guessing which checklist item an upload belongs to.
Client upload page
Clients upload without creating a portal account.
The client opens one secure request link, sees the checklist in the selected language, and uploads against the correct item.
Open the secure link
Pick the checklist item
Submit files and notes
No-login upload surface
The page is designed for clients who just need to send the requested files without remembering another password.
Upload against the selected checklist item
Allowed files: PDF, JPG, PNG, DOCX, XLSX, CSV
Team review
Review each item before closing the request.
Reqora keeps the request open until required items are reviewed, so staff can see what arrived and what still needs work.
Item-level review
The sample shows the status mix a team can act on during collection.
Sales summary
Purchase invoices
Old bank export
Bank statements
Request history
Creation, sends, uploads, reminders, and approvals stay visible on the request.
Request created
The accountant created the checklist from a recurring template.
Secure link sent
The client received a localized request email.
Client uploaded files
The sales summary was attached to the matching checklist item.
Reminder queued
Missing purchase invoices remain visible for follow-up.
Bank statements approved
The team accepted one required item and kept the request in progress.
Read-only sample
This demo shows behavior without creating data.
The page is intended to reduce evaluation friction without pretending to be a live workspace.
No emails, uploads, public tokens, or client records are created from this sample.
The sample is a static public page and does not write to the product database.
For a live walkthrough, use the support contact route and include how your firm collects documents today.
Start with your first real request when you are ready.
Create the owner account, choose a monthly plan, and use the free first month to set up a real workspace.